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Jim,

Please try this.

Best,

Seb

On Mon, Dec 21, 2015 at 2:37 PM, James Bulger <jbulger@thorntonai.com>
wrote:

> All
> Why can't you explain the JJR deal in detail using while sentences? Why an
> outline that is vague?
> Why avoid the issue of valuation? I find that slide to be half ass
> I am trying to help you sell this to Harvest so keep this in mind English
> is Mings second language therefore be clear and consice, also this JJR
> investment is not to be treated so lightly that it only gets covered in an
> outline. You have a different valuation, this was was never discussed with
> Harvest in the past so let's be clear here with a few paragraph write up in
> narrative form thus allowing Ming to understand and to show Henry
> Those are my comments
> Thanks
> Jimmy
>
> On Monday, December 21, 2015, Seb Momtazi <seb@dodsondiversified.com>
> wrote:
>
>> Team,
>>
>> Attached are the proposed follow up materials to be sent after the call.
>>
>> It's perhaps best to speak about the valuation considerations of the JJR
>> capital investment over the phone. Similarly, we can point out that actual
>> inflows into BAM were 75.4MM through december (although AUM is higher than
>> what we last sent, it's not as high as 75.4mm because of the market
>> performance)
>>
>> Please let me know comments. Mike, I attach in word so you can make
>> direct edits
>>
>> thanks,
>>
>> seb
>>
>
>
> --
> James J. Bulger
> Chairman
> Thornton Group LLC
> 14 Beacon Street, Suite 804A
> Boston, MA 02108
> Office tel: 617.248.9440